Key Points Buffett has long been critical of investing in gold. However, buying gold when he argued against doing so in 2018 would have paid off handsomely. Still, Buffett's preference of stocks over gold has proven to be more profitable over the long run. 10 stocks we like better than SPDR Gold Shares › No one has ever accused Warren Buffett of being a gold bug. The legendary investor made his fortune by investing in stocks and acquiring businesses. He's never been a fan of buying gold. During Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) 2018 annual shareholder meeting, Buffett famously trashed the idea of investing in gold instead of stocks. But how much money would you have today if you'd ignored the advice given by the "Oracle of Omaha" then? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Buffett vs. bullion Before we get to the answer, let's first attempt to understand why Buffett dislikes gold so much. He made two key points about the precious metal at the 2018 Berkshire Hathaway meeting. First, Buffett argued that gold has historically underperformed the stock market. He asked the audience at the shareholder meeting nearly eight years ago to guess how much $10,000 investments in an S&P 500 (SNPINDEX: ^GSPC) index fund and gold in 1942 would be worth then. Buffett selected 1942, by the way, because it was the year he made his first investment. It was also in the middle of World War II, when many people were worried about the future. Buffett quickly revealed the answer. An initial investment of $10,000 in the S&P 500 in March 1942 would have grown to $51 million by the time of Berkshire's 2018 shareholder meeting. Meanwhile, the same amount invested in gold would have increased in value to around $400,000. By the way, Buffett acknowledged that index funds didn't exist in 1942, yet he sti...

Oracle Corporation (NYSE:ORCL) is one of the most promising future stocks to buy now. Citizens revised the price target on Oracle Corporation (NYSE:ORCL) to $285 from $342 on February 5 and reaffirmed an Outperform rating. The firm told investors that the stock’s shares have remained under pressure despite its $30 billion debt financing and tightening credit default swap spreads. This was driven by factors such as uncertainty surrounding OpenAI’s delayed fundraising, technical selling tied to the mandatory convertible, concerns regarding the raise’s coverage being limited to near-term funding needs, and headlines around potential Texas data center reviews. Citizens added that these factors have outweighed the otherwise optimistic signals from Oracle Corporation’s (NYSE:ORCL) positioning in the AI infrastructure and the capital raise. BMO Capital also revised the price target on Oracle Corporation (NYSE:ORCL) to $205 from $270 on February 4 and maintained an Outperform rating on the shares. It updated its model on the stock after the recent capital raise of debt, common equity, and preferred equity, adding that a positive step for Oracle Corporation (NYSE:ORCL) is that it is obtaining financing and would likely not need any more during 2026. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure:...

格隆汇2月8日｜中泰证券表示，短期来看，市场仍将维持结构性活跃、指数震荡的运行格局。在事件催化与风险偏好支撑下，科技方向仍具备阶段性活跃的基础，尤其在春节前资金偏交易化、持仓周期偏短的环境中，AI应用、机器人、半导体设备等细分领域仍存在反复表现的空间。同时，随着部分高弹性周期板块资金阶段性流出，市场内部资金再平衡加快，高股息板块在相对收益层面有望获得边际改善的窗口。中期来看，高股息板块的配置逻辑将更加清晰。春节后，稳增长、促消费、资本市场制度建设等政策预期将逐步兑现，市场风格有望从“高弹性交易”向“确定性配置”过渡。在这一过程中，估值处于低位、盈利稳定、分红确定性高的板块，或迎来一轮持续性更强的修复行情，而非短期脉冲式反弹。

President Donald Trump's "big, beautiful bill" comes with some potentially significant unintended consequences for America's leading retirement program. Social Security income is a necessity for many of the nearly 54 million retired workers currently receiving a monthly benefit. For nearly a quarter century, Gallup has surveyed retirees to gauge how reliant they are on America's leading social program and found that up to 90% of respondents have needed their Social Security payout, in some capacity, to cover their expenses. Given how important Social Security income is to the financial well-being of our nation's aging workforce, you'd think strengthening this program for future generations would be a top priority for our elected officials -- but this hasn't been the case. Based on annual reports from the Social Security Board of Trustees, Social Security's financial foundation is tangibly weakening, with the prospect of sweeping benefit cuts becoming a real possibility within the next seven years. While a laundry list of factors is to blame (I'll cover this in greater detail a bit later), your newest tax break(s), courtesy of the Donald Trump administration, may be contributing to Social Security's financial woes. Social Security is facing a $25.1 trillion (and growing) long-term funding shortfall Since 1985, every Social Security Board of Trustees annual report has cautioned of a long-term (the 75 years following the release of a report) unfunded obligation. In plain English, the projected revenue to be collected over the 75 years following the release of a report is expected to be insufficient to cover outlays over that timeline, which primarily include benefits but also account for the administrative expenses to oversee Social Security. In the 2025 Social Security Board of Trustees Report, this long-term funding shortfall ballooned to an estimated $25.1 trillion. This figure has grown consistently over the last four decades. What's arguably even more worrisome is...

Key Points Social Security's Old-Age and Survivors Insurance trust fund (OASI) is forecast to exhaust its asset reserves by 2033, which can lead to sweeping benefit cuts for retired workers and survivors of deceased workers. Some of the newest tax credits and deductions from Trump's flagship tax and spending law will lower Social Security's collectible income over the next decade. In addition to the big, beautiful bill, several ongoing demographic shifts are weakening Social Security's financial outlook. The $23,760 Social Security bonus most retirees completely overlook › Social Security income is a necessity for many of the nearly 54 million retired workers currently receiving a monthly benefit. For nearly a quarter century, Gallup has surveyed retirees to gauge how reliant they are on America's leading social program and found that up to 90% of respondents have needed their Social Security payout, in some capacity, to cover their expenses. Given how important Social Security income is to the financial well-being of our nation's aging workforce, you'd think strengthening this program for future generations would be a top priority for our elected officials -- but this hasn't been the case. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Based on annual reports from the Social Security Board of Trustees, Social Security's financial foundation is tangibly weakening, with the prospect of sweeping benefit cuts becoming a real possibility within the next seven years. While a laundry list of factors is to blame (I'll cover this in greater detail a bit later), your newest tax break(s), courtesy of the Donald Trump administration, may be contributing to Social Security's financial woes. Social Security is facing a $25.1 trillion (and growing) long-term funding shortfall Since 1985, every Social Security Board of Trustees annual report has cautioned of a...

近日，热播剧《夜色正浓》中的小三角色乔海伦，引发网友热烈的新词“牛马鸡”破圈讨论。 剧中，阚清子饰演的乔海伦一边是不折不扣的苦命职场牛马，996 是常态，常通宵赶 PPT、写报告，随叫随到，甚至陪酒应酬到胃出血仍要工作。另一方面，她为避免被裁员，与上司李东明发生关系，成为其情人。 剧中最具争议的一幕是两人发生关系后，身披浴袍的李东明站在门口，语气冷硬地要求仍躺在床上的乔海伦立刻投入PPT的修改。从情人到上司的身份切换在瞬间完成，而乔海伦尚未反应过来，只能下意识用被子遮住身体，这一场景被网友讽刺为“刚卖身，就卖命”。 令人惊讶的是，这届网友没有像以往一样打小三，反而对乔海伦充满同情与共情。“校招生真的能共情乔海伦”、“我就是乔海伦这种卑微乙方”，渣男李东明承担了观众的主要炮火。 此外，曾经最能激发观众肾上腺素的“正邪对垒”失效了。当乔海伦主动挑衅正宫赵玫被怼，崩溃喊道自己当情妇只为保住工作时，弹幕都在心疼小三。后面的剧情里，乔海伦因过度加班晕倒，赵玫第一时间上前为其实施急救的情节更是深深感动观众，有人甚至磕起这对“对抗路CP”。 “海藻PK乔海伦”，也成为互联网热梗， 代际不一样待遇也不一样，成为不少新新观众的内心独白。当舆论开始对小三形象产生理解与共情，其背后反映的是互联网话语权的代际更替。 曾经以道德审判为核心的“大婆神教”正在式微，更年轻的观众群体开始以新的价值框架审视婚姻、两性关系以及女性之间的互动可能性。 #本文已采访两位相关人士，他也是「娱乐资本论」2026年采访的第 53-54 位采访对象 “牛马鸡”乔海伦，为什么被全网共情？ “我遇到过一个跟李东明很像的老板，所以真的发自内心共情乔海伦的处境。”00后营销从业者陈珊对河豚君这样形容自己的观剧感受。 近期热播剧《夜色正浓》中，阚清子饰演的乔海伦引发了社交媒体的密集讨论。她拥有985高校背景，在头部企业打拼，是典型靠个人努力完成阶层跃升的小镇做题家。与此同时，她也是上司李东明婚姻中的小三——作为情人，她非但没有获得情感与资源的对等回馈，反而在职场层面被进一步压榨，频繁被要求无偿加班，因此被网友调侃为“牛马鸡”。 对于这一“牛马鸡”式小三形象的出现，网友的第一反应是震惊 。社交媒体上最初涌现的大量讨论几乎都在问：现实中真的存在一边高强度打工、一边还主动接受潜规则的人吗？但随着讨论持续发酵，评论区迅速被“现身说...

埃泰克主板IPO审核状态变更为“注册生效” 2026-02-08 17:03:26 来源： 同花顺7x24快讯 分享 文章提及标的 汽车电子 -- 芜湖埃泰克汽车电子（885545）股份有限公司主板IPO审核状态变更为“注册生效”，公司拟融资金额15亿元。

Since becoming Thailand’s third premier in two years in September, Anutin has aligned closely with the military and tapped heavily into nationalistic sentiments awakened by a border conflict with Cambodia. He won power after the ouster of his predecessor, Thaksin’s daughter Paetongtarn Shinawatra, over her handling of the border tensions. She had criticized the military in a leaked phone call with Cambodian strongman Hun Sen, whom she called “uncle”. Anutin alluded to the incident several times in recent rallies, saying he won’t listen to any “uncles” or “daddies” over the border and pledging to defend “every square inch of our land.” He also vowed to protect the monarchy with his life. Anutin at a rally in Bangkok. Photographer: Dario Pignatelli/Bloomberg

近期A股有色金属板块上演“过山车”行情：贵金属带头冲高后出现短期回调，工业金属震荡整理，能源金属与小金属受情绪拖累同步回调。 从高点回调以来， 近7个交易日有色金属板块指数跌幅达15%。 但这波调整核心源于宏观情绪扰动，行业“供给紧平衡+需求稳增长”的核心逻辑未发生根本改变，部分细分品种已呈现错杀特征。 在板块整体震荡调整期，仍有多个细分品种逆势上涨，凸显供需紧平衡的核心支撑：近两周，氧化镨钕上涨12.64%至 75.75 万元/吨，黑钨精矿价格上涨约 25%至 67.3万元/吨。 巨震背后：3大核心因素扰动市场 这波有色板块的剧烈波动，并非基本面反转，而是三重外部因素共振导致的短期情绪宣泄——美联储政策预期调整打破市场共识、负伽马效应放大波动幅度、春节前季节性特征进一步压制风险偏好，三者层层递进引发板块“踩踏式回调”。 1、导火索：沃什被提名，美联储政策预期重构 有色金属（尤其贵金属）对美联储政策高度敏感，核心原因是其价格与实际利率直接挂钩，贵金属无利息收益，实际利率上行时，持有贵金属的机会成本上升，价格往往承压。 而这一轮波动的直接导火索，正是特朗普提名凯文·沃什出任新任美联储主席引发的政策预期反转。 沃什的政策立场是关键：作为前美联储理事，他曾多次强调“货币纪律”，反对过度宽松的货币政策，甚至在过往表态中暗示“优先控制通胀而非激进降息”。 沃什被提名后，市场迅速下调降息预期，且启动时间可能延后。 这种预期变化直接冲击贵金属市场：前期获利丰厚的多头资金（尤其是投机资金）开始集中了结头寸，导致金、银纷纷大跌。 而贵金属作为有色板块的“情绪龙头”，其大幅回调引发市场对整个周期板块的风险偏好下降，工业金属、能源金属等跟随回调，形成“龙头带崩板块”的传导效应。 2、放大器：“负伽马效应”+高杠杆，触发“下跌-抛售”循环 如果说政策预期调整是“点火”，“负伽马效应”就是“火势蔓延”的核心放大器——这一听起来复杂的金融术语，本质是“期权市场与现货市场的共振踩踏”，用通俗的话解释就是： 前期贵金属涨幅显著，大量投机资金通过期货、期权加杠杆入场，推动COMEX黄金非商业净多头持仓处于2025年以来的高位。 同时，芝加哥商品交易所（CME）为防范风险，上调了黄金、白银期货的交易保证金，这直接增加了高杠杆资金的持仓成本，迫使部分资金被动平仓。 而“负伽马效应”在此刻发挥作用：当贵金...

Citizens cut the PT on Oracle Corporation (ORCL) to $285 from $342 – here’s why MSN

财联社2月8日讯（编辑 杨斌 实习生 张泽清） 受宏观经济影响、行业风险暴露以及中小微企业融资需求疲软等因素的影响，部分金融担保机构的代偿规模呈现增长趋势。 财联社据相关渠道数据关注到，近年应收代偿款规模增长加快的金融担保机构达到12家，包括四川发展融资担保股份有限公司、瀚华融资担保股份有限公司、安徽省信用融资担保集团有限公司和江苏省信用再担保集团有限公司等。 来自联合资信近期发布的研报，列示了部分金融担保类公司应收代偿款的情况： 可以看到，应收代偿款增幅较大的机构有四川发展融资担保股份有限公司、瀚华融资担保股份有限公司、安徽省信用融资担保集团有限公司，2025年9月末数据较上年末增幅均超过30%，不过，其中四川发展融资担保股份有限公司应收代偿款规模较小。 从代偿规模来看，应收代偿款规模较大的担保机构分别为安徽省信用担保集团有限公司、湖南省融资担保集团有限公司和广西融资担保集团有限公司，公开资料显示其截至2025年9月末应收代偿款均超10亿元。 “内地小贷第一股”旗下瀚华担保风波不断 金融担保机构的应收代偿款规模反映了其资产质量情况，瀚华担保是其中一家较为典型的公司。 公开资料显示，瀚华融资担保股份有限公司是瀚华金控99%持股的重要子公司，成立于2009年8月，从事融资性担保、履约担保、财产保全担保及法律、法规没有限制的其他担保和再担保业务。 其股东瀚华金控于2014年在香港联交所挂牌上市，是彼时2014年重庆首家金融上市企业，也是国内首家整合融资担保和小额贷款两大业务在港上市的普惠金融机构，曾被誉为“内地小贷第一股”。 公开资料显示，2018年后，随着瀚华金控大股东“隆鑫系”的债务危机爆发，瀚华担保的经营状况也开始进入低谷期。 企业预警通数据显示，自2019至2024年，瀚华担保的营收、净利润持续下滑，营业总收入从2019年的7.5亿元降至2024年的3.98亿元，净利润则由2.47亿元降至0.65亿元。截止2025年6月30日，公司营业收入 1.51亿元，同比下降24.51%；利润总额2708.49万元，净利润 2166.79万元，同比下降73.75%。 2025年，瀚华金控经历了多项重大变动。3月，瀚华金控发布公告，公司最近收到执行董事张国祥及公司秘书任为栋家属的通知，彼等目前均已被采取刑事强制措施，原因与沈阳市公安局对瀚华金控一家非全资附属公司辽宁富安金融资...

2026年刚刚走过一个月，中国都还没有迎来农历新年，这一年的AI战事会是什么基调已经初现端倪。 随着硅谷巨头进入财报周，很明显的信号是新的一年AI投入会加大，光是谷歌母公司Alphabet、Meta、亚马逊、微软四家的相关投入就可能高达6500亿美元，超过以色列一年的GDP总和。 更不要说甲骨文、特斯拉、xAI、OpenAI、Anthropic等玩家也在努力奋进，零零总总加起来，2026年这些公司围绕AI的投入可能要达到7500亿美元了。 更不要提OpenAI还有“八年1.4万亿”的基建承诺，若按照平均值粗略计算进去，这个数字冲着万亿美元去了。 这实在是疯狂。 而在国内，大厂的支出虽然不像硅谷“七巨头”那样夸张，但同样可以看到保持或加大AI投入的决心。头部大厂一年的投入也已经来到了千亿人民币的水平。 最明显的是，距离春节还有几天，腾讯、百度、阿里等大厂就已经迫不及待打起“春节AI红包大战”，承诺的规模已经超过了45亿元。 2026年，注定是AI战事大开大合的一年。 硅谷狂投9250亿美元 硅谷巨头已经“疯”了。 在硅谷“七巨头”中，谷歌母公司Alphabet、微软、Meta、亚马逊四家2026年计划给AI狂投6500亿美元。 最新引发舆论震荡的是亚马逊。 2月5日，亚马逊宣布将2026年与人工智能（AI）相关的资本支出提高近60%至2000亿美元。 这个数字是巨头当中最多的。 目前排名第二的是谷歌母公司Alphabet，其预计2026年资本开支（CapEx）将达到约1750亿至1850亿美元，主要用于AI服务器、算力设备与数据中心基础设施建设。 Meta则预计2026年的支出最高将达到1350亿美元，主要用于AI基础设施建设。 而微软，分析师预测，其在截至6月的财年资本支出将接近1050亿美元。 照此计算，四巨头2026年计划支出6500亿美元，超过以色列一年的GPD总和。 其实去年的支出已经足够惊人，四巨头烧了4100亿美元，没想到今年直接再加两千多亿。 比如Meta，去年在AI项目与基础设施上的支出为720亿美元，意味着今年的投入几乎翻倍。换个角度讲，过去三年，Meta已经狂投1400亿美元，而今年一年的支出就已经快赶上这个数字。 “亿”看多了，都有点快不识数了。 更别说在AI上狂投入的远不止这四家巨头。 甲骨文在去年也因为AI基建股价飞涨，去年9月给出的预计是...

Several years ago, Michael Pollan had a disturbing encounter. The relentlessly curious journalist and author was at a conference on plant behaviour in Vancouver. There, he’d learned that when plants are damaged, they produce an anaesthetising chemical, ethylene. Was this a form of self-soothing, like the release of endorphins after an injury in humans? He asked František Baluška, a cell biologist, if it meant that plants might feel pain. Baluška paused, before answering: “Yes, they should feel pain. If you don’t feel pain, you ignore danger and you don’t survive.” I imagine that Pollan gulped at that point. I certainly did when I read his account of the meeting in his latest book, A World Appears. Where does it leave our efforts at ethical consumption, if literally everybody hurts – including vegetables? Thankfully, Baluška seems to be an outlier. “Plants are down with a lot of our eating,” Pollan tells me, over Zoom from his light-filled office in Berkeley, California, a cliff of books on one side and sweeping views across the bay to the Golden Gate Bridge on the other. He’s a genial presence, his owlish glasses and perfectly smooth head making him seem like the archetypal sage, though a rather spry one (he is 71). “A lot of plants are designed to be” – he corrects himself – “they evolved to be eaten. Grasses, for example, need ruminants.” And as another scientist told him, pain is only useful if you can move quickly. “If you’re a plant, pain would not be of any value. You’re aware that something is chewing on you, but pain only works when you can run away.” We’re having this bizarre conversation because A World Appears is all about consciousness: what is it, who has it, and why. Plants might seem an odd place to start, but Pollan maintains that, as an edge case, they force you to think hard about what you’re really investigating. It was probably the hardest thing I’ve written, but the most rewarding, too A former executive editor of Harper’s Magazine, he has devot...

In your face: Close-up Photographer of the Year Awards 2026 – in pictures Animals, insects, flora and fauna – the world photographed in close-up in the annual competition dedicated to micro and macro photography. Cupoty 7 was won by underwater photographer Ross Gudgeon, triumphing over 12,000 entries from 63 countries

Over 10 million students graduate from Chinese universities every year, straining an already crowded labour market. Yet the “micro drama” industry is emerging as a crucial lifeline for hundreds of thousands of young jobseekers: offering the chance to turn creativity into a stable pay cheque. The sector was estimated to directly generate about 690,000 jobs in 2025 – mostly for young people – and over 2 million positions when counting upstream and downstream roles, according to a recent report by Peking University’s National School of Development. The emerging industry – whose dramas run just a few minutes per episode, with fast-paced storylines and frequent twists meant to capture eyeballs – has relatively low entry barriers and sustainable opportunities, particularly important given chronically high youth unemployment, the report’s authors said. Advertisement The national monthly output of micro dramas has stabilised at about 3,000, according to state-run news agency Xinhua, with an increasingly mature division of labour. When the industry first emerged, low-cost production teams typically consisted of about 12 people, while micro drama crews now number between 60 and 90, spanning roles in directing, cinematography, lighting, costumes, props and management, according to the Peking University report. Advertisement With filming cycles lasting just five to 10 days, the industry promotes a high-frequency, standardised production output, supporting more stable employment opportunities, they added. This, in turn, has drawn long-term unemployed graduates and those without stable work into the sector, including some overseas students. Shutian Yu, a University of Sussex master’s graduate in her early 30s, had no stable career until she began acting in micro dramas in 2024.

Ethereum isn't being recognized for the improvements it's making. Most assets simply can't reinvent themselves every few quarters, but Ethereum (ETH +4.40%) arguably does just that. After pushing two major upgrades, Pectra and Fusaka, in 2025, the chain has another two big improvements on the docket for 2026. Nonetheless, the coin's price is down by 38% during the past three months alone, largely for macro reasons that are well beyond its control. Thus it's likely undervalued, and potentially by quite a lot. Does that make it a screaming buy with a hearty investment of $5,000? The upgrade pipeline is solid, but it can't guarantee returns Ethereum's 2025 upgrades were a lot more than cosmetic improvements, and they laid the technical groundwork for a lot of the follow-on work that's going to happen this year. This stuff might sound boring (and it might actually be) but knowing what's going on with it is key to appreciating the chain's place in the crypto sector's competitive landscape, not to mention its future opportunities for growth. The Pectra upgrade went live in May 2025, and it bundled changes aimed at providing better wallet UX, more efficient staking, and more throughput for Layer-2 (L2) chains. Fusaka followed on Dec. 3, and its headline feature, peer-to-peer data availability sampling (PeerDAS) is also a game changer for the chain's ability to provide rapid performance at scale, and substantially cheaper than before. Today, the chain's average transaction fees are roughly 75% lower than three years ago, with an average token swap now costing about $0.30, so these successive upgrades are definitely succeeding in making Ethereum a cheaper and easier technology to use. Expand CRYPTO : ETH Ethereum Today's Change ( 4.40 %) $ 88.91 Current Price $ 2111.56 Key Data Points Market Cap $256B Day's Range $ 2001.54 - $ 2114.69 52wk Range $ 1398.62 - $ 4946.05 Volume 35B For 2026, the next upgrade, Glamsterdam, will build on those past successes while also adding new ...

一场源于AI算力渴望与能源转型需求的电力革命正席卷全球。 2026年开年以来，电网设备板块延续强劲势头，板块指数持续走高，多只个股连续涨停。这一轮行情的驱动，源于国内外的双重需求共振。 国家电网宣布“十五五”期间固定资产投资规模将达 4万亿元 ，较“十四五”增长40%。与此同时，AI算力爆发式增长引发全球“电力焦虑”。此外，欧美电网升级需求迫切，交付周期已排至2030年，为中国电力设备企业出海打开黄金窗口。 在政策强力推动与全球供需格局重构的背景下，电网设备板块的“超级周期”已然开启。在这个超级周期中，如何掘金电网设备板块的投资机会？行业高景气度下，又需警惕哪些潜在风险？ 为此，中国基金报记者采访了国泰电网ETF基金经理吴中昊、平安鑫安混合基金经理林清源、兴银基金研究与创新投资部负责人兼基金经理罗怡达，以及兴证全球基金行业研究员张哲源。 这些投资人士认为，近期板块的强劲表现，实质上是国内外双重共振的结果。多重变革性需求驱动催生了“超级周期”。看好高压、智能配网、电网数字化、新技术等领域的投资机会。目前的估值已部分反映了“十五五”的确定性，但尚未充分计价海外市场的持续超预期和数字化转型的红利，整体处于合理偏高区间。 国泰基金吴中昊： 目前板块估值处于相对合理水平，基本反映了对未来的增长预期。 平安基金林清源： 超级周期的核心依据在于“需求驱动力的本质变革”。 兴银基金罗怡达： 近期电网设备板块的强势表现是国内外需求共振的结果。 兴证全球基金张哲源： 中国企业依托国内低成本、全产业链优势，海外业务盈利水平预计将持续高于国内。 国内外需求双重共振 中国基金报记者：近期电网设备板块表现强劲，背后主要逻辑是什么？ 吴中昊： 主要驱动逻辑有两方面：一是国内投资定调。“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%，主网建设预计仍将是投资重点，跨省输电能力较“十四五”末提升超30%，解决新能源/水电的外送瓶颈。由此拉动了国内板块，尤其是特高压板块的表现。 二是海外缺电催化。近期，北美变压器事故与特朗普政府表态持续强化对电网设备需求的迫切性，北美电网老化叠加数据中心扩建，变压器等电网设备明显缺货，外资品牌多数产能被美国电网内需求锁定，因此对数据中心的产能供给不够，需求外溢到中国企业，对板块形成催化。 林清源： 近期板块的强劲表现，实质上是“内需确...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the most promising future stocks to buy now. Advanced Micro Devices, Inc. (NASDAQ:AMD) received rating updates from UBS and Truist on February 4. UBS revised the price target on the stock to $310 from $330, maintaining a Buy rating on the shares and telling investors that Advanced Micro Devices, Inc. (NASDAQ:AMD) managed to outperform peers like Broadcom and Nvidia this year. These positive trends were supported by expectations of server strength. However, the firm stated that the near-term EPS upside is limited because of a $1 billion gaming business cut. Despite that, CPU and GPU fundamentals remain positive, and a clear path to over $11 EPS in 2027 and more than $15 in 2028 appears visible. UBS thus believes that Advanced Micro Devices, Inc. (NASDAQ:AMD) could benefit from significant operating and EPS leverage in the latter part of the decade. Truist also revised the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD), lifting it to $283 from $277 while keeping a Buy rating on the stock and recommending that investors buy the weakness as the company’s “long-term growth message overwhelms the imperfections in Q4”. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, visualization technologies, and graphics. The company’s technologies advance the future of the data center, embedded, gaming, and PC markets. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

格隆汇2月8日丨杉杉股份(600884.SH)公告称，公司控股股东杉杉集团及其全资子公司宁波朋泽贸易有限公司、杉杉集团管理人与重整投资人安徽皖维集团有限责任公司和宁波金融资产管理股份有限公司签署了《重整投资协议》。若本次重整成功，公司的控制权将发生变更，公司控股股东将变更为皖维集团，公司实际控制人将变更为安徽省国资委。

头条大事 “迪拜商业论坛·中国”5月亮相深圳，报名通道已开启 迪拜商业论坛·中国将于2026年5月14日在深圳举行。论坛以“合力致远，共筑经济新增长”为主题，将向中国商界介绍迪拜经济议程（D33）所带来的多元化发展机遇，开拓双方合作与战略投资的新路径。作为推动中国与迪拜商界领袖战略经济协作的高端平台，迪拜商业论坛·中国汇聚中国顶尖的跨国企业、独角兽公司、高成长科技企业、风险投资机构及家族企业的核心代表；来自迪拜的高级别代表团亦将参会。 如果您对本届迪拜商业论坛·中国感兴趣，欢迎 点击“此处” 或扫描下方二维码填写注册表单申请参会席位。 36氪出海·活动｜中日联结Japan Jo!nting：中国机器人如何打开日本市场？ 3月12日下午，日本贸易振兴机构（JETRO）将与36氪出海携手，在深圳举办线下闭门分享会（线上同步直播），邀请机器人企业、代理商和实践专家，分享机器人出海日本的经验和洞察。 如果您关注日本机器人市场，并希望深入了解日本的代理商文化和本地商业生态 ，欢迎点击 “此处” 或扫描下方二维码，填写表单，报名参加本次活动。我们将根据话题相关度，对报名申请进行筛选。 公司动态 阿里云出海竞争力增长指数登全球榜首 沙利文《2025年中国企业出海采用云服务市场研究》报告显示，阿里云综合竞争力增长指数全球第一，连续三年稳居领导者象限，也是唯一进入领导者象限的中国云厂商。据悉，阿里云 Al 和云计算基础设施建设遍布全球29个地域、92个可用区，累计服务超30万中国企业出海，海尔、比亚迪、MiniMax、传音、安踏、霸王茶姬、米哈游等众多企业选择阿里云作为出海云服务商。2026年，阿里云计划在日本、韩国、法国、巴西、马来西亚、荷兰、墨西哥等多个国家新建数据中心，进一步完善全球布局以适配中企出海发展需求。（阿里云官方） 阿里云助力传音“影像艺术馆”和“影像超清”技术落地东南亚和非洲 据悉，阿里云助力传音“影像艺术馆”和“影像超清”技术落地东南亚、非洲，为亿级海外用户提供高效优质的移动摄影与视觉艺术体验。依托阿里云人工智能平台 PAI 及推理加速能力，将超清与风格化单图推理耗时降低60%，并通过 GPU 切分精细管理资源，单图成本下降67.5%。这一技术突破让风格化摄影与超清画质处理在终端设备上流畅运行。作为全球化手机品牌，传音与阿里云的合作，标志着中国 AI 技术正以更普...

惊喜从不按剧本而来。 时间回到2014年，同济大学高材生陈志平和上市公司亿纬锂能做了笔交易，他将创立的思摩尔一半股权4个多亿卖了。但很不巧，卖出去当年思摩尔就突发业绩滑铁卢，于是亿纬锂能想把股权全部转手。 意外出现了——由于这项资产出售的投票触发大股东回避原则，持股合计约4%的小股东揽起了卖不卖的决策大权。 没想到，小股东齐刷刷投出99%的反对票，由此为亿纬锂能留住了这笔日后价值不菲的财富。2020年一声锣响，思摩尔成功登陆港交所，市值一度超4800亿元，亿纬锂能手中持股也一度膨胀至超1400亿元。 直到今天，亿纬锂能持股账面市值仍有200亿元，这家公司背后的刘金成夫妇，在2024年胡润百富榜上，成功以330亿身家坐稳惠州首富之位 。 堪称最睿智一届小股东。 早年慷慨入股 如今价值200亿 故事开端，狭路遇贵人。 2010年前后，中国电子烟市场刚起步，一批看到机会的工厂在深圳拔地而起。湖南小伙陈志平也在这里创立了一家叫做麦克韦尔的电子烟ODM公司，这便是思摩尔的前身。 行业生于草莽，同济大学市场营销专业毕业的高材生陈志平却不甘心只做小生意。他有野心，想把公司做大，自然，他需要资金。 也就是这时，麦克韦尔合作过的亿纬锂能来了。作为中国锂电池龙头，亿纬锂能一出手就是4.39亿元，直接拿下麦克韦尔当时半数股权。 那一年签字仪式上，亿纬锂能董事长刘金成和陈志平面露喜悦，他们称这次合作为：天时地利人和。 但这其实是一个十分大胆的决定。收购发生在2014年初，此时麦克韦尔正经历了业绩最好的一年，2013年总营收1.67亿元，而此前2012年营收却不过516万元，再往前的2011年甚至只有个位数营收。也就是说，亿纬锂能抛出的收购对价，相当于麦克韦尔保持最好状态干好几年的总营收。 好在，最后亿纬锂能赌赢了。 2020年，麦克韦尔通过红筹架构蜕变为思摩尔，成功港股IPO坐稳国内电子烟第一股。上市首日，思摩尔股价大涨150%，市值迅速跨过千亿，再后来2021年甚至一度突破4800亿元。 亿纬锂能无疑成了最大的外部赢家，其将近19.02亿股的持股一度价值达1400亿元。即便思摩尔后来股价回落，现亿纬锂能持股市值仍足足有200亿元。 差点死掉的投资 实际上，这笔投资差点没能坚持住。 当年亿纬锂能收购思摩尔时，有一份业绩承诺协议：2014年、2015年和2016年，思摩尔净利润要分别达到1亿...

Broadcom Inc. (NASDAQ:AVGO) is one of the most promising future stocks to buy now. Broadcom Inc. (NASDAQ:AVGO) announced on February 3 the industry’s first Wi-Fi 8 access point (AP) and switch solution, purpose-built with a unified architecture for AI-ready enterprise networks. The new enterprise-grade Wi-Fi 8 AP platform builds on Broadcom Inc.’s (NASDAQ:AVGO) first-to-market Wi-Fi 8 radios launched in October 2025, and is powered by the BCM49438, which is a new accelerated processing unit (APU) chip specialized to optimize AI acceleration and wireless networking at the enterprise edge. Broadcom Inc. (NASDAQ:AVGO) also announced an enterprise-grade switch platform powered by a new Ethernet switch, the Trident X3+ BCM56390, with the company’s industry-leading multi-gigabit PHY and PoE power sourcing equipment chips. Management reported that these platforms build a unified architecture maximizing the efficiency, performance, and security for the Wi-Fi 8 wireless network in the enterprise. In a separate development, Wolfe Research upgraded Broadcom Inc. (NASDAQ:AVGO) to Outperform from Peer Perform with a $400 price target. The firm supported the positive rating with the expectation of powerful demand drivers in its AI-focused semiconductor business, adding that it can “no longer ignore” the company’s growth and competitiveness in tensor processing units. Wolfe expects a doubling of Broadcom Inc.’s (NASDAQ:AVGO) AI revenue in 2027. Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company’s infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management. While we acknowledge the p...

NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising future stocks to buy now. Goldman Sachs maintained a Buy rating on NVIDIA Corporation (NASDAQ:NVDA) on February 6 and set a price target of $250. In a separate development, Reuters reported on February 3 that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang told CNBC in an interview that the company may consider investing in OpenAI’s next fundraising round and the startup’s eventual IPO, with plans of investment remaining on track after recent reports detailing that the deal had been stalled. NVIDIA Corporation (NASDAQ:NVDA) had previously announced plans to invest up to $100 billion in the startup last September. “We will invest in the next round,” Huang told CNBC’s Jim Cramer, calling it the “largest private round ever raised in history”. He denied being unhappy with OpenAI, stating that NVIDIA Corporation (NASDAQ:NVDA) plans to make a “huge” investment in the ChatGPT maker, probably its largest ever. Reuters reported previously that OpenAI is looking to raise up to $100 billion in funding, valuing it at about $830 billion, adding that the two companies did not immediately respond to its requests for comment. However, it stated that OpenAI is not satisfied with some of Nvidia’s latest artificial-intelligence chips, looking for alternatives since last year, and potentially complicating the relationship between the “two highest-profile players” in the AI boom. NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

大众普遍相信我们可以“重接”大脑：中风之后、创伤之后、掌握新技能之后，甚至每天只需在某个正确的App上花上10分钟。这句话无处不在，给我们大多数人带来一种希望：当大脑遭遇打击时，它可以像机器一样被精确修复。 然而，“重接”是一个有风险的比喻。 它借用了工程学的自信——在工程领域，出故障的系统可以通过更换正确的零件来修复；而它也将这种自信偷偷带入生物学之中，而在生物系统中，变化更缓慢、更混乱，且往往不完全。 “重接”已成为一种文化口号，比起科学术语“神经可塑性”更容易理解 ——后者指的是大脑在一生中持续发生改变、建立新的神经连接的能力。 但“重接大脑”到底是什么意思？这是对我们神经系统惊人可塑性的一个有用简化，还是一种误导性的过度简化，扭曲了我们对科学的理解？ 毕竟，“重接大脑”听起来不太像是比喻，它暗示着一个工程项目： 一个可以拆解、更换和优化部件的系统 。这种承诺既吸引人又带着一种机械式的味道。而这个比喻确实起源于工程领域。对工程师来说，重接指的是用新的电路替换旧的、损坏的线路。随着技术语言渗入日常生活，我们开始以一种新的方式看待人类大脑。 这个说法的医学根源可以追溯到1912年，当时英国外科医生W·迪恩·布彻（W Deane Butcher）将人体的神经系统比作房屋的电线布线系统，描述了神经如何像电线连接电器那样，把肌肉接入能量源。到了1920年代，哈佛心理学家伦纳德·特罗兰（Leonard Troland）将视觉系统称为“极其复杂的电报系统”，进一步强化了将大脑功能类比为电力网络的说法。 “重接”的比喻也从发育神经科学中不断变化的理论中获得了力量。 曾经，大脑被认为在童年之后基本固定，成为一个“硬接线”的电路网络，像一台收音机。但从20世纪60年代开始，研究人员发现， 大脑远比我们想象的更有适应力。中风患者能够通过调动大脑的其他区域重新获得功能 。 这些发现彻底改变了康复医学领域，同时也催生了一个迅速超越临床范围的观念： 如果大脑可以重接，那么人也就可以改变。 近年来，随着功能性磁共振成像（fMRI）和正电子发射断层扫描 （PET）等新型成像技术的兴起，“神经重接”的比喻愈发流行，这些技术让研究人员得以以前所未有的方式“看到”大脑活动。在关于中风恢复的研究中， 临床医生常常观察到大脑中靠近或远离受损区域的区域活性增强，这被解读为大脑正在“重接”，以恢复失去的功...

格隆汇2月8日丨中国银河证券表示，在当前A股市场趋势下，“轻仓持股过节”是一种审慎且符合历史规律的合理策略，既规避了节前市场缩量调整的波动风险，又保留了节后春季行情的参与机会，尤其适用于当前政策预期已部分兑现、业绩验证尚未启动的过渡阶段。在配置机会上，建议关注两条主线。主线一，供需格局改善与行业盈利修复带动的“反内卷”概念，以及估值具备安全边际的红利资产，配置逻辑依然清晰，建议关注有色、基础化工、钢铁、水泥、建筑材料、金融等板块。主线二，全球百年未遇之大变局加速演进，国内经济底层逻辑转向新质生产力，半导体、人工智能、新能源、军工、航空航天等“十五五”重点领域值得关注。

业内人士周日表示，三星电子的下一代高带宽内存HBM4将在农历新年假期后开始出货。三星计划最早于2月第三周开始向英伟达（NVDA）交付HBM4，用于这家美国芯片巨头的下一代人工智能（885728）加速器平台Vera Rubin。预计英伟达（NVDA）将在下月在NVIDIA GTC2026大会上首次展示搭载三星HBM4的Vera Rubin产品。(新浪财经)